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UMB Private Wealth Management, LLC’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

UMB Private Wealth Management, LLC’s Portfolio FGDL Stock Details FGDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.3K Buy
+276
New +$15.7K 0.01% 292

Other funds holding FGDL

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Clarity Asset Management
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Trademark Financial Management
Trademark Financial Management Bloomington, Minnesota $247M AUM 16.73% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

UMB Private Wealth Management, LLC's FGDL Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in Franklin Responsibly Sourced Gold ETF (FGDL) in Q3 2026: 276 shares worth $15.3K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings.

19 funds tracked by Wall St. Rank hold FGDL as of Q3 2026.

  • UMB Private Wealth Management, LLC held 276 shares of Franklin Responsibly Sourced Gold ETF worth $15.3K as of Q3 2026.
  • Franklin Responsibly Sourced Gold ETF was a new UMB Private Wealth Management, LLC position in Q3 2026.
  • Franklin Responsibly Sourced Gold ETF made up 0.01% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #292 holding.
  • 19 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.